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Schwab US Dividend Equity ETF

1,782 hedge funds and large institutions have $21.1B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 832 increasing their positions, 633 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.79% less ownership

Funds ownership: 34.29%30.5% (-3.8%)

13% less capital invested

Capital invested by funds: $24.2B → $21.1B (-$3.15B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,782
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
243
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$71.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1101
Jane Street
New York
$694K
BIG
1102
Builder Investment Group
Georgia
$691K
SWA
1103
SOA Wealth Advisors
New York
$689K
WWA
1104
Wisconsin Wealth Advisors
Wisconsin
$688K
PPWM
1105
Perissos Private Wealth Management
Oklahoma
$688K
LC
1106
LCNB Corp
Ohio
$687K
DWM
1107
Drive Wealth Management
Utah
$686K
RCWM
1108
Red Crane Wealth Management
California
$685K
SPL
1109
Smart Portfolios LLC
Washington
$684K
RIL
1110
Rothschild Investment LLC
Illinois
$684K
GWM
1111
Greenhouse Wealth Management
Connecticut
$682K
LBC
1112
Lowe Brockenbrough & Co
Virginia
$682K
CMAI
1113
Capital Management Associates Inc
Minnesota
$681K
FNBT
1114
FineMark National Bank & Trust
Florida
$680K
CWM
1115
Centricity Wealth Management
Ohio
$678K
FSA
1116
Fort Sheridan Advisors
Illinois
$677K
KFI
1117
Key Financial Inc
Pennsylvania
$672K
ORC
1118
O'Rourke & Company
Massachusetts
$670K
SHJ
1119
Sharkey, Howes & Javer
Colorado
$670K
PS
1120
Planned Solutions
California
$669K
LAIC
1121
Lederer & Associates Investment Counsel
California
$667K
FCH
1122
Freestone Capital Holdings
Washington
$664K
ACA
1123
American Capital Advisory
Idaho
$662K
FFM
1124
Forum Financial Management
Illinois
$659K
TC
1125
Trilogy Capital
California
$658K